IS3N.DE vs. UEF5.DE
IS3N.DE (iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc)) and UEF5.DE (UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis) are both Emerging Markets Equities funds - IS3N.DE tracks the MSCI Emerging Markets Investable Market (IMI) while UEF5.DE tracks the MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. Both are passively managed. Over the past 10 years, IS3N.DE returned 10.37%/yr vs 9.93%/yr for UEF5.DE. Their correlation of 0.93 suggests significant overlap in exposure. IS3N.DE charges 0.18%/yr vs 0.24%/yr for UEF5.DE.
Performance
IS3N.DE vs. UEF5.DE - Performance Comparison
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Returns By Period
In the year-to-date period, IS3N.DE achieves a 27.07% return, which is significantly lower than UEF5.DE's 35.39% return. Both investments have delivered pretty close results over the past 10 years, with IS3N.DE having a 10.37% annualized return and UEF5.DE not far behind at 9.93%.
IS3N.DE
- 1D
- 0.37%
- 1M
- 1.92%
- YTD
- 27.07%
- 6M
- 28.58%
- 1Y
- 44.90%
- 3Y*
- 20.88%
- 5Y*
- 8.46%
- 10Y*
- 10.37%
UEF5.DE
- 1D
- -0.15%
- 1M
- 2.43%
- YTD
- 35.39%
- 6M
- 37.90%
- 1Y
- 55.38%
- 3Y*
- 25.01%
- 5Y*
- 9.65%
- 10Y*
- 9.93%
IS3N.DE vs. UEF5.DE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 27.07% | 17.14% | 13.88% | 7.20% | -13.85% | 7.09% | 7.07% | 20.99% | -11.06% | 20.43% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 35.39% | 20.99% | 15.47% | 3.78% | -15.32% | 6.96% | 5.36% | 14.51% | -7.68% | 16.40% |
Correlation
The correlation between IS3N.DE and UEF5.DE is 0.92, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.92 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.93 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Sep 4, 2014 | 0.93 |
The correlation between IS3N.DE and UEF5.DE has been stable across timeframes, ranging from 0.92 to 0.93 - a consistent structural relationship.
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Return for Risk
IS3N.DE vs. UEF5.DE — Risk / Return Rank
IS3N.DE
UEF5.DE
IS3N.DE vs. UEF5.DE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) and UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IS3N.DE | UEF5.DE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.37 | ||
| Sortino ratioReturn per unit of downside risk | -0.51 | ||
| Omega ratioGain probability vs. loss probability | 1.44 | 1.48 | -0.05 |
| Calmar ratioReturn relative to maximum drawdown | 4.25 | 5.77 | -1.52 |
| Martin ratioReturn relative to average drawdown | 14.62 | 19.03 | -4.41 |
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Drawdowns
IS3N.DE vs. UEF5.DE - Drawdown Comparison
The maximum IS3N.DE drawdown since its inception was -35.06%, smaller than the maximum UEF5.DE drawdown of -38.64%. Use the drawdown chart below to compare losses from any high point for IS3N.DE and UEF5.DE.
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Drawdown Indicators
| IS3N.DE | UEF5.DE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.06% | -38.64% | +3.58% |
Max Drawdown (1Y)Largest decline over 1 year | -10.52% | -9.56% | -0.96% |
Max Drawdown (3Y)Largest decline over 3 years | -19.18% | -20.35% | +1.17% |
Max Drawdown (5Y)Largest decline over 5 years | -21.99% | -24.36% | +2.37% |
Max Drawdown (10Y)Largest decline over 10 years | -32.51% | -36.70% | +4.19% |
Current DrawdownCurrent decline from peak | -3.87% | -4.84% | +0.97% |
Average DrawdownAverage peak-to-trough decline | -9.24% | -13.30% | +4.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.06% | 2.90% | +0.16% |
Volatility
IS3N.DE vs. UEF5.DE - Volatility Comparison
iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) (IS3N.DE) has a higher volatility of 8.42% compared to UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis (UEF5.DE) at 7.79%. This indicates that IS3N.DE's price experiences larger fluctuations and is considered to be riskier than UEF5.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IS3N.DE | UEF5.DE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.42% | 7.79% | +0.63% |
Volatility (6M)Calculated over the trailing 6-month period | 16.42% | 17.15% | -0.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.65% | 19.96% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.53% | 17.92% | -1.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.14% | 18.94% | -0.80% |
IS3N.DE vs. UEF5.DE - Expense Ratio Comparison
IS3N.DE has a 0.18% expense ratio, which is lower than UEF5.DE's 0.24% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Dividends
IS3N.DE vs. UEF5.DE - Dividend Comparison
IS3N.DE has not paid dividends to shareholders, while UEF5.DE's dividend yield for the trailing twelve months is around 1.57%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IS3N.DE iShares Core MSCI Emerging Markets IMI UCITS ETF (Acc) | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UEF5.DE UBS ETF (LU) MSCI Emerging Markets Socially Responsible UCITS ETF (USD) A-dis | 1.57% | 2.19% | 1.73% | 2.36% | 2.19% | 1.32% | 1.89% | 2.00% | 2.16% | 2.00% | 2.30% | 1.65% |
Frequently Asked Questions
With a correlation of 0.92, IS3N.DE and UEF5.DE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
On fees, IS3N.DE is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IS3N.DE is cheaper with a 0.18% expense ratio, compared with 0.24% for UEF5.DE.
IS3N.DE tracks MSCI Emerging Markets Investable Market (IMI), while UEF5.DE tracks MSCI Emerging Markets SRI Low Carbon Select 5% Issuer Capped. They also come from different issuers: iShares and UBS. Their fees differ too: 0.18% for IS3N.DE and 0.24% for UEF5.DE.
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